Carson Wealth (CWM LLC)
TSE

Carson Wealth (CWM LLC)’s Trinseo TSE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TSE Stock Details TSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,259
Closed -$1K – 5795
2025
Q4 		$1K Sell
1,259
-429
-25% -$511 ﹤0.01% 5290
2025
Q3 		$4K Buy
+1,688
New +$4.39K ﹤0.01% 4853
2024
Q3 		– Sell
-299
Closed -$1K – 5155
2024
Q2 		$1K Buy
299
+284
+1,893% +$884 ﹤0.01% 4498
2024
Q1 		$0 Sell
15
-194
-93% -$1.03K ﹤0.01% 4752
2023
Q4 		$2K Buy
+209
New +$1.4K ﹤0.01% 3855
2023
Q3 		– Sell
-372
Closed -$5K – 4535
2023
Q2 		$5K Sell
372
-1,173
-76% -$18.9K ﹤0.01% 3474
2023
Q1 		$32K Buy
1,545
+1
+0.1% +$24 ﹤0.01% 2193
2022
Q4 		$35K Buy
1,544
+93
+6% +$2.05K ﹤0.01% 1986
2022
Q3 		$27K Buy
1,451
+1,330
+1,099% +$41.6K ﹤0.01% 2033
2022
Q2 		$5K Buy
121
+37
+44% +$1.68K ﹤0.01% 3018
2022
Q1 		$4K Buy
84
+49
+140% +$2.57K ﹤0.01% 2970
2021
Q4 		$2K Buy
+35
New +$1.9K ﹤0.01% 3188

Other funds holding TSE

KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
SC
Swan Capital Pensacola, Florida $272M AUM 14.84% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $297M AUM 40.85% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TSE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Trinseo (TSE) in Q1 2026, closing a stake of 1,259 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in TSE in Q4 2021 and held it in 12 quarters. The position peaked at $35K in Q4 2022. 14 funds tracked by Wall St. Rank hold TSE as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Trinseo position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,259 Trinseo shares in Q1 2026, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Trinseo in Q4 2021 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Trinseo position peaked at $35K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Trinseo as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.